For those not familiar, GoogleTrends quantifies how often a word/phrase is searched for on Google. If you type in 'Auryxia' you will see an approximately 30% drop in search results from May/June to July - roughly correlating with the drop in scripts that was seen during that time. Good news is that the trend is rising again - with partial data for August showing it back to the May/June levels.
Making a strategic purchase that rewards shareholders would require a top tier CEO. What we have now is a hand-picked puppet who has single-handedly overseen a massive erosion in QCOMs business. The day he's fired you'll see a $5+ pop in the share price.
Cancer Immunotherapy Conference Huntsman Cancer Institute 29 Aug 2015
Bringing together basic researchers and clinicians to facilitate the translational aspect of research in cancer immunotherapy. This course encourages a team approach to the treatment of cancer patients.
External speaker #2:
Elizabeth Mittendorf MD (MD Anderson)
Deputy Chair, Research
Department of Surgical Oncology
The University of Texas MD Anderson Cancer Center
Good point. But even from a June starting point - 6 months takes us to end of year, which is further out than originally anticipated. I just don't think that they make this recommendation to reduce monitoring unless they foresee a reasonably moderat-to-long period of time before the trial ends.
It sounds like we have at least another 6 months before the 70th event takes place. You don't change patient monitoring protocols if they trial is on the verge of being stopped within 1-2 months.
This guy is a prolific biotech investor with lots of followers - this will help bring additional attention come Monday morning:
6h6 hours ago
$ACAD some good news
This agreement was signed on Aug. 17. Since it's material information, I believe they only have a limited amount of time before they have to notify investors.
Agree - BASF will supply the active pharmaceutical ingredient - not the entire pill. Maybe this was one of the last remaining items to lock down prior to NDA submission?
Need to take out Wedneday's close ($6.01) to signal a possible bottom - possible if market recovers a bit by EOD.
That's all fair and true - but unless I'm mistaken, Madison was hired to lead this launch specifically because he had led a renal drug launch at another company (although admittedly a much larger one). I just don't think he should be given a pass. If the company laid out specific internal script goals (I would hope that would be the case) and they're not meeting them, then he should be held accountable.
For some reason I can't post the remainder of the patent application section related to Neuvax. If any scientifically inclined posters could take a look at it and comment on the potential pluses to GALE - would appreciate it.
METHODS AND MATERIALS FOR GENERATING CD8+ T CELLS HAVING THE ABILITY TO RECOGNIZE CANCER CELLS EXPRESSING A HER2/NEU POLYPEPTIDE
Abstract: This document provides methods and materials for generating CD8+ T cells having the ability to recognize cancer cells expressing a HER2/neu polypeptide. For example, methods and materials for using a polypeptide consisting of an SLAFLPESFD amino acid sequence in vivo or in vitro to generate CD8+ T cells having the ability to recognize and lyse cancer cells expressing a HER2/neu polypeptide are provided.
Here's the part relevant to Neuvax:
Identification of a Potent Class I MHC Molecule Epitope of a HER2/Neu Polypeptide
HER-2/neu is a polypeptide that is overexpressed in a wide variety of cancers and is a therapeutic target, particularly in breast cancer. For example, NeuVax is a previously developed vaccine that includes the HER-2/neu-derived polypeptide p369-377 (amino acid sequence: KIFGSLAFL (SEQ ID NO:2), also called E75) derived from the extracellular domain of HER-2/neu and mixed with GM-CSF. This vaccine aims to prime the immune response against E75 so that T cells are generated that can recognize and kill the patient's cancer cells, which are presumably displaying the same peptides on their cell surface in association with MHC class I molecules.
Not what I envisioned when I bought in 18 months ago. Unless scripts show some reasonable growth over the next few weeks, I can see them bleeding this down to the $5 area.
The ONLY thing keeping me in this stock right now is the fact that Baupost has been increasing their position. Seth is not one to throw good money after bad - so he must have an exit strategy in mind that can be achieved with a high degree of likelihood.
Here's the problem - 'on the verge' doesn't count for anything until you get there. People will pay up for the shares once management proves they can execute on these items - not before.
Last 15 minutes of regular session had fairly high volume with a close at HOD. Seriously thinking of shifting additional $$ and doubling my position at these levels for a run into year-end (maybe with a $2.50 stop on the new shares just in case the IBB tanks over the next few weeks).